NewEdge Advisors, LLC
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in WIW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,270
+$257 QoQ
Shares Held
2,056
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 100 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. WIW ranks #264 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in WIW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,270 | 2,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,013 | 2,011 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $16,905 | 1,968 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $17,122 | 1,926 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $16,521 | 1,886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,217 | 1,845 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,943 | 1,807 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,637 | 1,769 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,747 | 1,733 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,516 | 1,798 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,276 | 1,762 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,213 | 1,727 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,911 | 1,683 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,006 | 1,640 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,598 | 1,599 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||